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Holistic Financial Partners’s American Express AXP Stock Holding History

Holistic Financial Partners’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-379
Closed -$35K – 58
2018
Q1 		$35K Buy
+379
New +$36.7K 0.03% 231

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Holistic Financial Partners's AXP Position: Q2 2018 in Review

Holistic Financial Partners sold out of American Express (AXP) in Q2 2018, closing a stake of 379 shares — an estimated $35K sold.

Holistic Financial Partners first reported a position in AXP in Q1 2018 and held it in 1 quarter. The position peaked at $35K in Q1 2018. 1,430 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

  • Holistic Financial Partners reported no remaining American Express position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 379 American Express shares in Q2 2018, an estimated $35K.
  • Holistic Financial Partners first reported a position in American Express in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's American Express position peaked at $35K in Q1 2018.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.